APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Sells

1 +$7.39M
2 +$4.58M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.21K ﹤0.01%
150
2652
$1.21K ﹤0.01%
30
2653
$1.2K ﹤0.01%
500
2654
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2655
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2656
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-27
2657
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-1
2658
$1.18K ﹤0.01%
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2659
$1.17K ﹤0.01%
150
2660
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56
2661
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2662
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2663
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+500
2664
$1.12K ﹤0.01%
100
2665
$1.12K ﹤0.01%
+100
2666
$1.08K ﹤0.01%
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2667
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2668
$1.07K ﹤0.01%
101
+39
2669
$1.06K ﹤0.01%
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2670
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2671
$1.05K ﹤0.01%
354
2672
$1.03K ﹤0.01%
100
2673
$1.03K ﹤0.01%
+3
2674
$1.01K ﹤0.01%
97
-20
2675
$1K ﹤0.01%
26